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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,252 | $92,743+129.9% | $82,744+157.7% | $134,532+58.5% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -17.10% | 946.63%-963.7pp | 702.22%-719.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $938 | $3,273-71.3% | $3,008-68.8% | $4,741-80.2% |
| Participant deferral / active EE | $4,510 | $4,802-6.1% | $4,395+2.6% | $6,401-29.5% |
| Admin fee / account holder | $21,724 | $5,977+263.4% | $5,325+308.0% | $11,429+90.1% |